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Disclosery

Elevation Wealth Management LLC: IYW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Elevation Wealth Management LLC on IYW, newest first. How the timeline and the estimate are built.

Elevation Wealth Management LLC held 2,246 IYW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,246 shares
    Change vs previous 13F -13 shares

    0.42% of the 13F portfolio, value $566,549.

    13F-HR 0002093518-26-000003 filed by Elevation Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,259 shares
    Change vs previous 13F -18 shares

    0.38% of the 13F portfolio, value $409,857.

    13F-HR 0002093518-26-000002 filed by Elevation Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,277 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $454,703.

    13F-HR 0002093518-26-000001 filed by Elevation Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).